PGIM India Small Cap Fund vs Quant Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| Fund | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1634 Cr | ₹1634 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 29 Jul 2021 | 29 Jul 2021 | 30 Oct 1996 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 119% | 119% | % |
| Expense Ratio | 2.07 | 2.07 | 1.6 |
| Manager | Puneet Pal | Puneet Pal | Sanjeev Sharma |
| ISIN Code | INF663L01W30 | INF663L01W30 | INF966L01AA0 |
| Exits Load | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| 1 Month | -3.49% | -3.49% | -4.76% |
| 6 Month | 0.38% | 0.38% | -1.35% |
| 1 Year | -4.37% | -4.37% | -6.59% |
| 3 Year | 12.16% | 12.16% | 19.33% |
| 5 Year | - | - | 29.1% |
SIP Return Analysis
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| 6 Month | -1.94% | -1.94% | -1.76% |
| 1 Year | 10.39% | 10.39% | 6.18% |
| 3 Year | 11.99% | 11.99% | 12.56% |
| 5 Year | - | - | 19.12% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| 1 Year | 10.19% | 10.19% | 9.79% |
| 3 Year | 13.9% | 13.9% | 10.56% |
| 5 Year | - | - | 10.66% |
Risk Management
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| Standard Deviation | 15.21% | 15.21% | 18.497% |
| Sharp | 0.45% | 0.45% | 0.792% |
| Beta | 0.71% | 0.71% | 0.929% |
| Alpha | -3.51% | -3.51% | 1.342% |
Fund Managers
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| Name | Puneet Pal | Puneet Pal | Sanjeev Sharma |
| Total AUM | ₹20950 Cr | ₹20950 Cr | ₹39731 Cr |
| Funds Managed | 19 | 19 | 22 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| Others | 11.52 | 11.52 | 16.88 |
| Small Cap | 71.28 | 71.28 | 61.43 |
| Mid Cap | 16.2 | 16.2 | 0.95 |
| Large Cap | 1 | 1 | 20.74 |
Sector Allocation
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
|---|---|---|---|
| Others | 2.79 | 2.79 | 7.68 |
| Consumer Defensive | 9.94 | 9.94 | 4.08 |
| Communication Services | 2.29 | 2.29 | 3.03 |
| Industrials | 16.66 | 16.66 | 6.74 |
| Consumer Cyclical | 16.47 | 16.47 | 12.63 |
| Financial Services | 12.5 | 12.5 | 19.33 |
| Basic Materials | 15.19 | 15.19 | 7.4 |
| Technology | 7.03 | 7.03 | 2.78 |
| Healthcare | 16.37 | 16.37 | 13.85 |
| Real Estate | 0.76 | 0.76 | 2.48 |
| Energy | - | - | 17.04 |
| Utilities | - | - | 2.95 |
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